Guest cascigm Posted February 12, 1999 Share Posted February 12, 1999 Can I amend the allocation section of a non-standard prototype for cross testing allocation and submit to IRS. Link to comment Share on other sites More sharing options...
Guest Bill Mulkern Posted February 13, 1999 Share Posted February 13, 1999 No, because the result will be an individually-designed plan, which cannot rely on the prototype's opinion letter. ------------------ Link to comment Share on other sites More sharing options...
Ervin Barham Posted February 15, 1999 Share Posted February 15, 1999 It is possible to do what you are asking, but there is more to it than just amending the allocation section. Bill is correct in that the plan cannot rely on the notification letter and will be considered an individually drafted plan. Most prototype sponsors (PPD, Corbel, etc.) have already developed cross testing language that will fit and look feel and act like a prototype, but will be considered an individually designed plan and have language to reflect that. I would suggest you contact one of them to get what you're looking for. They may even have a better solution! Link to comment Share on other sites More sharing options...
Guest cascigm Posted February 15, 1999 Share Posted February 15, 1999 Thanks! I agree on fact that plan will be considered IDP, I was planning on submitting document. Other than defining the "classes" and allocation method is there something else I am misisng? I am using the Datair prototype, If you could email me some sample language I would be grateful! Link to comment Share on other sites More sharing options...
Ervin Barham Posted February 18, 1999 Share Posted February 18, 1999 I suggest you contact Datair directly. They have a cross tested document that works in conjunction with their prototype plan. Link to comment Share on other sites More sharing options...
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